intelliflo expands Down Under with senior hires
Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.
The company, which provides technology to many UK advisers, has hired its first chief product officer for Australia, Blake Kannady, and Geoff Rogers as the company’s first head of Australia.
The firm says the new roles will support intelliflo’s entry and growth in the Australian wealth management market.
Mr Kannady joins intelliflo from Envestnet where he led product design, development and strategy for the firm’s platform and user experience as well as integrations with third-party software. He also held leadership roles in the wealth management arm of Bank of America Merrill Lynch, and is a co-author of “The WealthTech Book: The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries.”
Mr Rogers was most recently acting group executive - advice for MLC where he oversaw advice strategy and transformation after serving as general manager of MLC wealth distribution with responsibility for MLC Wealth’s retail platform and asset management offers to advisers.
Nick Eatock, chief executive officer, intelliflo, said: “We’re on a mission to give our customers more innovation and make it easier to widen access to financial advice. Blake’s experience in our industry and his focus on and passion for an incredible end-user experience will make a huge impact on our business.”
He added: “Geoff is the perfect person to lead our Australian expansion. He brings 30 years of industry and market knowledge that will help us as we start to serve licensees and advisers there in 2022.”
On March 1, intelliflo combined five software businesses under the intelliflo brand globally. The firm supports 30,000 financial advisers worldwide who look after 3m end-investors.